Ravi Manghani CNESA - WM P&R U.S. energy storage May 2019-solarbe文库

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0 The 8th Energy Storage International Conference and Expo 2019 woodmac.com Trusted Power and Renewables Intelligence woodmac.com A Look into the U.S. Storage Market What has worked, what can other markets learn Ravi Manghani | May 20, 2019 1 The 8th Energy Storage International Conference and Expo 2019 woodmac.com Contents 1.U.S. historical deployment trends 2 2.Front-of-the-meter storage drivers 5 3.Behind-the-meter storage drivers 10 4.Market outlook 13 U.S. historical deployment trends1. 3 The 8th Energy Storage International Conference and Expo 2019 woodmac.com - 50 100 150 200 250 300 350 400 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 De ployment s MW h Residential Non-Residential Front-of-the-Meter Source Wood Mackenzie Power vanadium flow had a small showing in 2018 as a whole Quarterly energy storage deployment share by technology MW 0 10 20 30 40 50 60 70 80 90 100 Q1 2013 Q3 2013 Q1 2014 Q3 2014 Q1 2015 Q3 2015 Q1 2016 Q3 2016 Q1 2017 Q3 2017 Q1 2018 Q3 2018Energy stor age deplo ym ents by tec hn olo gy MW Lithium Ion Lead Acid Sodium Chemistries Flow - Vanadium Flow - Zinc Other Front-of-the-meter storage drivers Renewables, power market reforms and economics 2. 6 The 8th Energy Storage International Conference and Expo 2019 woodmac.com Source Wood Mackenzie Decarbonising power promotes a very different market balance Development of hourly market balance California -30 -20 -10 0 10 20 30 40 50 60 70 1 4 7 10 13 16 19 22 1 4 7 10 13 16 19 22 1 4 7 10 13 16 19 22 1 4 7 10 13 16 19 22 2018 2025 2030 2040 GW h Net Trade Gas Cogen Gas Peaking Solar Distributed Solar Utility Wind Coal Gas CC Gas Steam Energy Storage Oil Demand Response Other Nuclear Hydro Electric Vehicles Baseline Electrification average BTM durations inch toward 3 hours U.S. energy storage annual deployment forecast, 2012-2024E MWh 15 The 8th Energy Storage International Conference and Expo 2019 woodmac.com Thank You Questions Ravi Manghani Head of Energy Storage ravi.manghaniwoodmac.com RaviManghani 16 The 8th Energy Storage International Conference and Expo 2019 woodmac.comP O W E R R E N E W A B L E S R E S E A R C H woodmac.com 16 Our market intelligence coverage includesWood Mackenzie Power Renewables services cover industry value chains and regional markets Grid Edge Energy Storage Wind Power Power and Fuel Markets Solar Power Our content is accessible through Topical Market Reports Recurring Core Datasets Direct Analyst Access Online Data Hub Platform Exclusive Executive Council Meetings Industry Conferences Contact powerwoodmac.com to learn more about our power renewables research suite.